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Knowledge Center > Commerce > Zuora Quotes > Manage Quotes > Quote and Charge Metrics

Quote and Charge Metrics

Quote and charge metrics are calculated based on a specified number of billing periods or based on the term end date of the subscription. The metrics are displayed on the Quote Detail page.

For proper calculation of the quote metrics, the Zuora Connection user must have the Post Invoice permission. 

If you implemented a custom code to display quote and charge metrics, see Populate Quote and Charge Metrics in Custom Code for the steps to retrieve the metrics from Zuora and display them on your custom quote page.

Quote Metrics

Quote metrics are available as of Zuora Quotes version 6.0.

See the Zuora Quotes Q4 2013 Upgrade for more information how to configure the Quote Detail page with a revised layout and update your quotes to trigger a recalculation to use quote metrics.

The MRR and TCV metrics are displayed for New Subscription quotes, and Delta MRR and Delta TCV metrics are displayed for Amendment and Renewal quotes.

The following quote metrics are available:

Metric Description
MRR
(Monthly Recurring Revenue)

Monthly recurring revenue (MRR) calculates subscription recurring fees normalized to a monthly value.

Delta MRR

Delta of the total MRRs between the original subscription and the amendment. 

For renewals, this is the MRR of the new contract.

TCV
(Total Contract Value)

Total contract value (TCV) calculates the total recurring charges over the lifetime of a subscription. For instance, a three year contract billed annually at $50,000 per year has a total contract value of $150,000, assuming no activation or setup fees.

Delta TCV

Delta of the TCVs between the original subscription and the amendment. 

For renewals, this is the TCV of the new contract.

Sub-total The quote subtotal for the specified billing periods, excluding discount charges and taxes.
Discount The sum of all discount charges for the specified billing periods.
Tax The tax calculated for the specified billing periods.
Total The quote total for the specified billing periods, including discount charges and taxes.

Quote Metrics Calculation Period

Quote metrics are calculated based on the Calculate Quote Metrics Through setting: Number of Billing Periods or End of Term

  • Based on the Number of Billing Periods

If the Calculate Quote Metrics Through value is set to a specified number of billing periods, quote metrics are calculated using the number of billing periods. Note that the number of billing periods option is treated differently for evergreen and termed subscriptions: 

  • Evergreen Subscription: Number of billing periods will always default to 1. 
  • Termed Subscription: Number of billing periods will be the user entered value. 
  • Based on End of Term Date 

If the Calculate Quote Metrics Through value is set to the End of Term, quote metrics are calculated through the End of Term date based on the quote type: 

  • New Subscription Quote: End of Term Date = Term Start Date (if null, default to the Quote Start Date) + Initial Term
  • Amendment Quote: End of Term Date = Term End Date of the original Subscription
  • Renewal Quote: End of Term Date = Term End Date of the original Subscription  + Renewal Term
  • Cancelation Quote: End of Term Date = Cancelation Effective Date

Quote Metrics Calculation/Recalculation Trigger

Quote metrics are calculated automatically when a New Subscription quote or a Renewal quote is created. Quote metrics are recalculated and updated if you update:

  • Certain subscription term and date values on a quote

Quote metrics are recalculated if any of the following Subscription Terms values are updated on a quote:

  • Start Date
  • Subscription Term Type
  • Initial Term
  • Term Start Date
  • Service Activation Date
  • Customer Acceptance Date

Additionally, quote metrics are recalculated if the Calculate Quote Metrics Through option (from Zuora Quotes) Default Value page or Quote Detail page) is updated.

  • Any values on a quote charge or a quote charge tier that result in the change of Total Price of the charge
  • Quote Charges

Quote metrics are recalculated after updating any of the following charge values on the Product Selection page of a quote:

  • Effective Price
  • Quantity
  • Discount %
  • Tiered Quote Charges

When the Discount % or Effective Price values on a tiered quote charge of a quote are updated, quote metrics are recalculated only when the updated tiered level is reached.

For example, if you update the Discount % on Tier 2 from 0 to 5%, this change will recalculate quote metrics only when Tier 2 pricing is reached.

  • Any values on a discount charge

Quote metrics are recalculated after updating any of the following discount values from the Product Selection page of a quote:

  • Discount Percentage
  • Discount Fixed Amount
  • Up to How Many Periods
  • Discount Level
  • The address of the Sold-to Contact

Quote metrics are recalculated after updating any information on the Sold To Contact page, including the address. 

You can only update Sold To Contact information on a quote that has already been sent to Zuora.

  • Add or remove a rate plan

Quote metrics are recalculated after adding or removing a product rate plan from the Product Selection page of a quote.

  • Change the invoice owner
    The Invoice Owner field does not appear on the quote pages by default. Add the field to the appropriate field set to have the field available for edit in the quote flow. See Layout Configuration Settings for detail information.

The recalculated metrics can be viewed when you go to the Quote Detail page.

Set the Default Metric Calculation Period for All Quotes

You can set a default for calculating quote metrics based on a specific number of billing periods or through the end of a subscription term. See Configure Quote Settings for more information on this option.

To set the default calculation period for all quote metrics:

  1. In Salesforce, click the Zuora Quotes Config tab and click Default Value Settings from the Zuora for Salesforce Quotes Configuration Setting page.
  2. Click Edit Settings.
  3. From the Quote Default Settings section, select one of the following Calculate Quote Metrics Through options:
    • Specific a number of Billing Period(s) from 1 up to 36 periods.
    • End of Term.
  4. Click Save.

Set the Metric Calculation Period on a Single Quote

From the Quote Detail page, you can override the organization-level Calculate Metrics Through setting on the current quote. After setting and saving this value on the quote, metrics are calculated for this quote based on the Calculate Metrics Through value set on the quote.

  1. Click the quote name on the Quotes tab or from an opportunity to open the quote.
  2. On the Quote Detail page, click Edit Quote Details.
  3. Under the Quote Information section, set the Calculate Quote Metrics Through option for this quote.
  4. Click Save.

Charge Metrics 

The charge metrics are available for all quote types via the Quote Charge Detail (zqu__QuoteChargeDetail__c) object. The process to retrieve the metrics are:

  1. The charge level metrics are retrieved directly from Zuora's Rating and Billing engine and stored in the Quote Charge Detail (zqu__QuoteChargeDetail__c) object:
    • MRR (zqu__MRR__c) for the New Subscription and Renewal quotes
    • TCV (zqu__TCV__c) for the New Subscription and Renewal quotes
    • Delta MRR (zqu__DeltaMRR__c) for the Amendment and Cancellation quotes
    • Delta TCV (zqu__DeltaTCV__c) for the Amendment and Cancellation quotes
  2. The metrics are copied to the corresponding fields on the Quote Rate Plan Charge (zqu__QuoteRatePlanCharge__c) and Quote Charge Summary (zqu__QuoteChargeSummary__c) objects if those objects exist. 
    • TCV (zqu__PreviewedTCV__c)
    • MRR (zqu__PreviewedMRR__c)

The below metrics are available at the charge and charge summary level.

  • MRR for New Subscription and Renewal quotes
  • Delta MRR for Amendment quotes
  • TCV for New Subscription and Renewal quotes 
  • Delta TCV for Amendment quotes
  • Discount for the New Subscription, New Product Amendment, and Update Product Amendment quotes
  • Tax for the New Subscription, New Product Amendment, and Update Product Amendment quotes
  • Subtotal for the New Subscription, New Product Amendment, and Update Product Amendment quotes
  • Total for the New Subscription, New Product Amendment, and Update Product Amendment quotes

The charge level metrics do not appear on the Quote Detail page, by default. Refer to the steps described in Display Charge Level Metrics to configure Zuora Quotes to show the charge level metrics on the Quote Detail page.

Charge Metrics and Automatic Price Change Option

If the Price Change Option of a product charge is set to Use Latest Product Catalog, quoting metrics for the charge reflect the catalog price at the time of quoting, and they may be out of sync if the charge was changed in Product Catalog between the time the quote is approved and the time the quote is sent.

To keep the metrics consistent through the quoting lifecycle, you should ensure the Product Catalog is current in Salesforce when creating and sending quotes with the Use Latest Product Catalog charge option.

Limitations

The following limitations exist in the charge level metrics.

  • The metrics for the Cancellation quotes are only available through the Quote Charge Detail.
  • The charge metrics for the discount charges, both the fixed amount and percentage types, are not created or updated in the Quote Charge Detail. Currently, Zuora does not return any values for the charge metrics for the discount charge.
  • The Discount (zqu__BillingDiscount__c) field on the Quote Charge Detail records represents the amount of the initial charge that is discounted.

The Discount field is populated for:

  • One-Time charges
  • Recurring charges

The Discount field is not populated for:

  • Usage charges
  • Discounts reflected by Discount Charges for One-Time and Recurring charges
Last modified
14:16, 17 Mar 2017

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